Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XFIX (F/m Opportunistic Income ETF) | 1.63% | 4.81% | NA | NA | NA | NA | NA | 13.06% |
Data as of 07/03/2025, AR inception is 09/05/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XFIX (F/m Opportunistic Income ETF) | 09/05/2023 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 4.81 | NA | NA | NA | NA | NA | 13.06 | 1.63 | 4.93 | 6.02 |
| Sharpe Ratio | NA | 0.39 | NA | NA | NA | NA | NA | 0.72 | 0.06 | 0.28 | 2.47 |
| Standard Deviation(%) | NA | 4.03 | NA | NA | NA | NA | NA | 4.83 | 3.54 | 4.74 | 6.54 |
| Draw Down(%) | NA | 2.60 | NA | NA | NA | NA | NA | 3.66 | 2.26 | 2.53 | 3.66 |
| Yield(%) | 0.00 | 4.55 | 3.10 | 1.86 | 0.93 | 0.62 | 0.47 | 9.31 | 1.79 | 5.50 | 1.77 |
Data as of 07/03/2025, AR inception is 09/05/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFIX (F/m Opportunistic Income ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFIX (F/m Opportunistic Income ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart